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7min chapter
Previewing the Fed's Decision, Apple Rises on Hope AI Will Fuel Upgrades
Bloomberg Businessweek
Navigating Ownership and Succession in Wealth Management
This chapter explores the realm of ownership and succession planning in wealth management, focusing on private equity deals and the challenges faced by aging boomers looking to sell their businesses. It delves into the complexities of valuing businesses in the industry and the pressure on private equity firms to make exits. The conversation highlights trends in the wealth management business, the importance of finding the right partners, and the role of artificial intelligence in enhancing client-advisor interactions.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode